Mona serves as Managing Director, Head of CFO Services at Geller Advisors. Mona has over 20 years of experience in finance and accounting, specializing in family strategies, financial planning, business strategy, organizational transformation, strategic planning, and risk management.
In her role, Mona focuses on delivering the firm’s broad capital management offerings. These include accounting and reporting, accounts receivable and payable, and budgeting and forecasting. Her primary responsibilities include creating sophisticated business and financial practices to ensure well-maintained management and control systems. Additionally, she oversees quality control to drive operational excellence as well as consistent delivery and service level across clients.
Prior to joining Geller Advisors, Mona was the Corporate Controller at Paradigm Spine, LLC. While at Paradigm Spine, Mona oversaw the global accounting and finance activities, as well as ensured compliance with the company’s legal and regulatory reporting obligations. She also managed the investor relations and human resources function and provided ongoing financial analysis and support for internal operating departments.
Earlier in her career, Mona was the Assistant Vice President, Financial Reporting and Accounting Policies at Moody’s Corporation. Mona was primarily responsible for all internal and external financial reporting, global accounting policies, internal control compliance, and technical accounting research.
Mona started her career as an audit manager at Ernst & Young LLP serving in their technology, communications, and entertainment industry.
Mona received a Bachelor of Science in Accounting from Long Island University and is a New York State licensed Certified Public Accountant.
Contact Mona at firstname.lastname@example.org.